SK Hynix warns memory shortage could peak in 2027 and last until 2030

The Neuron · 3 days ago

SK Hynix CEO Kwak Noh-jung forecast that memory chip shortages will peak in 2027 and persist until 2030, driven by high demand for AI accelerators that require advanced manufacturing. The company raised $26.5 billion in a U.S. IPO and expects demand to exceed supply capacity through 2030. If accurate, prolonged shortages would keep memory prices elevated, though the company has financial incentives to overstate the severity of supply constraints.